Notícias

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

Sandisk has had an exceptional run over the past year, yet the current valuation signals are more muted. The Discounted Cash Flow (DCF) estimate points to a share price that is roughly in line with where the stock trades today, while the market multiples still screen it as undervalued. Over the past 12 months, Sandisk has returned more than 26x an initial investment, which means any new buyer now has far less room for error if expectations change. New high density flash products for AI and...

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Sandisk just gave investors nine good reasons to buy its very cheap stock.

SanDisk has already outrun nearly every stock in large-cap tech this year, yet analysts keep raising their targets. The question is whether the AI storage cycle driving this run has enough structural fuel left to justify chasing it now.

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the increase was “an approximately 25% increase across SKUs in response to the current demand environment.” He added that CoreWeave is separately passing through rising component costs to customers, including pr

The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Shareholders should continue to profit from the memory shortage.

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

As memory stocks plummet, more losses may be on the way.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Sandisk's AI-driven storage growth, pricing power and strong margins fuel its rally. See why SNDK could have more room to run.

Investors are weighing peak-cycle fears against booming demand

SanDisk surged nearly 2,900% in a year before a sudden 30% pullback rattled investors, but the real question is whether that drop signals danger or sets up the next major move.

It's a bullish start to the week for this memory maven.

SNDK vs. NTAP: Which Stock Is the Better Value Option?

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]